NS
Newman & Schimel Portfolio holdings
AUM
$221M
This Quarter Return
+13.26%
1 Year Return
-12.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.53%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.12% |
| 2 | Technology | 3.44% |
| 3 | Communication Services | 0.8% |
| 4 | Industrials | 0.62% |
| 5 | Consumer Discretionary | 0.44% |
